Investment Analyst

WorkSafeBC; Richmond; Hybrid; CAD 56,000 - 66,000; Full time

Benefits offered by this job

Defined benefit pension

3 weeks of vacation

Health care and dental benefits

Tuition reimbursement and development

Job summary

WorkSafeBC in Richmond offers a hybrid Investment Analyst role within the Investment Management department. You will prepare investment reports, monitor portfolio compliance, and support audits and reviews while advising on investment-related matters.

The role emphasizes financial analysis, stakeholder communication, and collaboration with internal teams. A CFA Level 1 background and Experience in investment consulting or banking are valued assets, with the organization supporting a flexible

Qualifications

• Undergraduate degree in business, commerce, finance or equivalent plus experience in investment/finance
• Diploma with 5+ years in investment consulting, banking or related field accepted
• Knowledge of PC applications and analytical software such as FactSet
• CFA Level 1 completion is preferred

Responsibilities

• Monitor investment portfolio compliance and calculate performance figures
• Prepare monthly investment updates for management and stakeholders
• Assist in preparing investment reports for committees and the Board of Directors
• Forecast investment income and expenses during the annual budget process
• Coordinate with internal and external stakeholders on insurance, banking, and risk reporting needs

Skills

Financial analysis

Investment reporting

Portfolio monitoring

Risk management

Education

Bachelor's degree in business/finance

Diploma in business administration with 5+ years in related field

Tools

FactSet

Job description

Are you an investment professional who enjoys working in a team environment? Are you detail-oriented and committed to providing exceptional customer service? We’re looking for an individual to join our Investment Management department as an investment analyst. In this role you’ll prepare investment and financial reports for internal and external stakeholders, monitor compliance, and conduct reviews and audits. You’ll also research and advise on investment-related matters and provide analytical support to ensure the effective management of WorkSafeBC’s investment portfolios.
Consider joining us in this key role where you’ll support our corporate goal of maintaining financial sustainability and stability, and the organization’s strategic initiative of preserving the financial integrity of the workers’ compensation system.

How you’ll make a difference:

You’ll help protect the financial integrity of B.C.’s workers’ compensation system, ensuring we serve British Columbians now and in the future.

Working at WorkSafeBC

We serve the workers and employers across B.C., and we do that best when we're together. It's how we collaborate, learn from one another, and develop our people.
This role is currently designated as hybrid and is based in our Richmond office.
This role is eligible for a hybrid work arrangement. These are considered case by case, based on the needs of the work, and aren’t available in every role, and subject to the provisions of the Collective Agreement.
Like everything we do, our work model continues to evolve to support those we serve. We remain committed to a primarily in-office model that strengthens our culture and helps us deliver our best work, while balancing flexibility and a positive employee experience.

• Assist in monitoring investment portfolio compliance and calculate performance figures
• Prepare monthly investment updates to management and stakeholders by analyzing global financial market events and updating economic forecasts
• Participate in the preparation of investment reports for committees and the Board of Directors
• Assist in the annual budget process by forecasting investment income and investment expenses
• Work with internal and external stakeholders with respect to corporate insurance requests, banking requirements, and enterprise risk management reporting needs
• Consistently models the appropriate level of organizational behaviours expected of all WorkSafeBC employees: responsive, respectful, fair, collaborative, accountable, and forward thinking.
  

We’re Looking For People Who Can

• Analyze and organize financial data, identify existing and potential problems, explore alternatives, and provide solutions and recommendations
• Plan, prioritize, and complete multiple concurrent tasks to meet changing deadlines, priorities, and requirements
• Build and maintain trusting and respectful relationships with employees, clients, and colleagues
• Communicate clearly and concisely explain, present, and summarize information in oral, written, and graphical format to senior executives and experts within the financial and investment community
  

Your Background And Experience

• An undergraduate degree (such as business, commerce, finance) and a minimum of eighteen months of experience in investment consulting, investment banking, or another suitable field or
• A diploma in business administration, commerce, or a related discipline with a minimum of five years of experience in investment consulting, investment banking, or another suitable field
• Knowledge and experience with PC applications and analytical software such as FactSet
• Completion of the Chartered Financial Analyst (CFA) Level 1 exam
  

We’ll consider equivalent combinations of education and experience.

Important to know

Before we can finalize any offer of employment, you must:

• Confirm you’re legally entitled to work in Canada
  

Who We Are

At WorkSafeBC, we promote safe and healthy workplaces across British Columbia. We partner with workers and employers to save lives and prevent injury, disease, and disability. When work-related injuries or diseases occur, we provide compensation and support injured workers in their recovery, rehabilitation, and safe return to work. We’re honoured to serve the 2.49 million workers and 263,000 registered employers in our province.

What’s it like to work at WorkSafeBC?

It’s challenging, stimulating, and rewarding. Our positions offer diversity and opportunities for professional growth. Every day, the work we do impacts people and changes lives. What we do is important, and so are the people we do it for.
Our ability to make a difference relies on building a team with a rich variety of skills, knowledge, backgrounds, abilities, and experiences that reflect the diversity of the people we serve. We are committed to fostering a welcoming, inclusive, and supportive work culture where everyone can contribute as their best, authentic self.
Learn more: Discover who we are.

Our Benefits

• As a member of our team, you’ll have access to services and benefits that help you get the most out of work — and life. Along with a competitive salary, your total compensation package includes:
• Defined benefit pension plan that provides you with a lifetime monthly pension when you retire
• 3 weeks of vacation in your first year, with regular increases based on years of service
• Extensive health care and dental benefits
• Optional leave and earned-time-off arrangements
• Development opportunities (tuition reimbursement, leadership development, and more)
  

Learn more: Find out what we offer.

Salary:

$40.83/Hourly – $47.61/Hourly